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Client Representative

8/1/2025

No location specified

Job Summary

A company is looking for a Client Representative - Global Shareholder Services.

Key Responsibilities
  • Provide world-class service on all client interactions while applying strong knowledge of products, procedures, and services
  • Facilitate financial and non-financial transactions accurately while adhering to legal requirements
  • Participate in new hire training and ongoing mentoring sessions with management
Required Qualifications
  • Client Service/Customer Service experience
  • Bachelor's degree or equivalent combination of education and experience
  • Ability to work a flexible remote schedule, Monday through Friday
  • Proficient computer skills and eagerness to learn new software systems
  • Exceptional attention to detail with the ability to multi-task and prioritize responsibilities

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